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Mercados podem explodir na proxima semana

Espaço dedicado a todo o tipo de troca de impressões sobre os mercados financeiros e ao que possa condicionar o desempenho dos mesmos.

Mercados podem explodir na proxima semana

por salvadorveiga » 7/3/2009 18:23

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Investors such as Jon Najarian are hopeful that stocks could soar next week. They say we could see an explosion to the upside after a meeting scheduled for March 12th.

On that date, a House financial services subcommittee plans a hearing on mark-to-market accounting rules, which have been blamed for forcing banks to report billions of dollars in write-downs.

Karen Finerman has long been an advocate of putting these rules on hiatus for a while and “letting the banks breathe.”




If that meeting results in the government relaxing mark-to-market rules, optionMonster Jon Najarian thinks the stock market could explode. On Wednesday he told us, “if the government relaxes mark-to-market for 12 to 18 months you could see financials move 100% in a matter of hours.”

And he went on to say, “In fact, I hope you’ll replay the soundbite because if the government relaxes mark-to-market accounting a number of banks stocks will be unbelievable values at these levels.”

Consider the soundbite replayed. (Click here to read that full article.)

Background

U.S. industry groups have urged the SEC and FASB to significantly alter or suspend the accounting rule, saying it is undermining the government's multibillion-dollar effort to stabilize the financial sector.

Mark-to-market accounting requires assets to be valued at current market prices. Some banks say it forces them to mark down assets to artificially low prices in the current financial crisis, even when banks intend to hold the assets past the current reporting period.

What's the trade?

Jon Najarian suggests a higher risk play – he suggests long the Financial Bull 3x ETF [FAS 2.64 -0.11 (-4%) ] which is triple long ahead of the mark-to-market hearing.


http://www.cnbc.com/id/29549920


Se isto for mesmo para a frente, e' obvio que os mercados irao reagir e muito em alta... no entanto repudia-me que se tire o mark to market... afinal contabilidade tem a ver com prudencia, e deve ser registado ou o preço de custo ou o de mercado, aquuilo que for menor...

Se tirarem isso, aparece nos balanços os valores que eles acham q aquilo vale, mas ninguem lhes pega nesses activos na mesma...

Portanto eu comprei acçoes no valor de 50 mil euros ha 3 anos, que hoje valem 15 mil euros... mas nao eu no balanço continuo a dizem que valem 50 mil... palhaçada...
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